Who We Are

Small Town Values. Wall Street Solutions.


We keep close to our small town roots. That means putting your needs first, and treating you with compassion and respect. We also believe in keeping up with the latest advances in investing, and using solutions that are designed to help you invest smarter.

We do this because it’s exactly what we would want for ourselves and for our families.

Our Values

What We Do

From 401(k)s and Pensions to IRA Rollovers and specialized care planning, we help our clients manage and grow their wealth so they can retire with confidence and dignity.



Investment Management

We help you invest in companies in America and around the world so your money works harder.

Learn More


Retirement Planning

Whether you want to travel or spend more time with the people you care about, our team will help you pursue your dream retirement.

Learn More


Long-Term Care Planning

Life happens; sometimes when you least expect it. That’s why we’re passionate about planning for long-term care or extended illness.

Learn More

Our Team

What’s Your Plan?

Planning for the future may seem tough, but with the right tools, knowledge, and hard work, we believe that everyone can achieve financial independence, and reach their goals with dignity and confidence.




Is there a charge for our initial meeting?

No, we believe it’s in your best interest to spend some time with us so we can get to know each other. The first meeting is an opportunity to hear about your goals and needs and for us to share how our team might help you. Only then can we decide if it makes sense to move forward and work together. Whether that’s an initial in-person meeting or phone call, there is no charge.


How often will I meet with you?

We like to have review meetings with our clients at least annually, however we can meet more often or less often to accommodate specific client needs. Meetings can be held in-person at any one of our three office locations, in your home, over the phone or on a Zoom conference call.


Will a live person answer when I call your office?

Yes, Dora, Jayne & Jolene strive to answer calls as quickly and efficiently as they can. If we are all busy on other phone calls, you can leave a voicemail and we’ll respond as soon as we can.

Educational Videos